When you retire and you no longer have a paycheck, it can be overwhelming to determine where to pull income from first. Should your retirement income come from your investment accounts, social security, pension, rental income or some other source? In this comprehensive video, James Conole is talking about how to maximize your retirement income, how to reduce your retirement expenses, and how to avoid paying any additional taxes in retirement.
Be sure to watch until the end to see the tips on retirement planning and how to get the most out of your retirement portfolio.
00:00 - Introduction 1:00 - Income in Retirement 1:30 - Any Fixed Income Sources? 2:48 - Social Security 4:16 - Managing All Of Your Accounts 5:10 - Tax-Free Growth 6:54 - Understanding Your Taxable Income 8:47 - Investment Portfolio Strategy 10:11 - How To Keep Your Taxes Low 11:38 - How To Pay 0% in Taxes 12:02 - Provisional Income (Social Security) 13:20 - Medicare Surcharges 14:06 - Overview 15:05 - SUBSCRIBE!
